See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,181 | $150,187-2.7% | $120,354+21.5% | $145,922+0.2% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 17.24% | 154.07%-136.8pp | 107.15%-89.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,953 | $4,348-9.1% | $3,463+14.2% | $4,660-15.2% |
| Participant deferral / active EE | $5,672 | $6,173-8.1% | $4,991+13.6% | $6,688-15.2% |
| Admin fee / account holder | $17,427 | $12,207+42.8% | $9,423+84.9% | $13,397+30.1% |